CFI FMVA Certification Program PDF

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77) Aes Financial Modeling & Valuation Analyst Certification Program CFIs Financial Modeling & Valuation Analyst (FMVA)® Certification Program covers the most important skills required to become a world-class financial analyst including finance, accounting, Excel, financial modeling, valuation, budgeting, forecasting, presentations, dashboards, and strategy, How it Works 100% online; learn at your 3) Complete real-world case own pace studies in Excel and PowerPoint 12 required courses (9 core Earn a minimum passing grade of and 3 electives) 80% in each course assessment Common Career Paths Financial Planning and & 24 total courses (12 required) Analysis (FP&A) Recommended study time of Investment 120 - 200 hours Banking a Comers FE) 127+ downloadable templates Development Average CFl student salary of Equity <2 $121,000 oe Pq Average completion time of Private Equity & cmontns Venture Capital Learn more at cfi.to/fmva All Courses Prerequisites (optional) + Accounting Fundamentals + Reading Financial Statement + Fixed Income Fundamentals + Excel Crash Course + Introduction to Corporate Finance + Math for Corporate Finance Core Courses (required) + Financial Analysis Fundamentals + Building a Financial Model in Excel + Business Valuation Modeling + Budgeting and Forecasting + FPA Monthly Cash Flow Forecast Model + Scenario and Sensitivity Analysis + Dashboard and Data Visualization + PowerPoint and Pitchbooks + Advanced Financial Modeling and Valuation (Amazon Case) Elective Courses (choose 3) + Advanced Excel Formulas + Real Estate Financial Modeling + Start-up/e-Commerce Financial Model and Valuation + Mining Financial Model and Valuation + Mergers and Acquisitions (M&A) Modeling + Leveraged Buyout LBO Modeling * Corporate and Business Strategy + Renewable Energy - Solar Financial Modeling Template Library + Financial Modeling Templates Learn more at cfi.to/fmva Curriculum Topics sseategy secounting ey GHD ‘evivals eH) Budgeing & Forecasting om 25%) a7) Finance + Present value, future value, net present value, terminal value + Annuities and perpetutties + Capital markets + Capital raising process — Initial Public Offering (IPO) + Capital structure — debt financing, equity financing + Bond pricing, par value, coupon rate yield to maturity Valuation + Comps analysis + Precedents analysis + Discounted cash flow (OCF) analysis, + Weighted Average Cost of Capital (WAC) + Enterprise value, equity value multiples + Free Cash Flow to the Firm (FCFF) and Free Cash Flow to Equity (FCFE) + Net Present Value (NPV) and Internal Rate of Return (IRR) + Sumofthe-Parts (SOTP) Accounting + Balance sheet, income statement, cash flow statement + Assets ibilties, shareholders’ equity + Financial transactions + Prepayments, accrued expenses, unearned revenue + Operating cashflow, investing cash flow, financing cash flow + Depreciation methods + Working capital + Property, Plant and Equipment (PP&E) and Capital Expencltures (Capex) Financial Modeling + 3.statement financial modeling. + Discounted Cash Flow (OCF) + Scenario and sensitivity analysis + Monthly cash flow forecasting + Accretion/dilution analysis + Leveraged Buyout (LBO) + Mergers & Acquisitions (MBA) + Industry-specfic financial modeling, Excel + Functions and formulas (XNPV, XIRR, PMT, IPMT, VLOOKUP, CHOOSE, INDEX MATCH MATCH, OFFSET) + Auditing tools (tracing precedents/dependents, go to special, conditional formatting) + Data validation, data table, goal seek + Solver and Macros Budgeting & Forecasting + Incremental activity based, value proposition, zero based budgeting + Breakceven analysis margin of safety + Quantitative forecasting — moving ‘average, simple and multiple inear regression + Variance analysis + Budgeting tools — goal seek, solver, consolidate, pivot tables Presentations & Visuals + Dynamic charts and graphs (football field chart, waterfall chart, tornado rt, gravity sort table, gauge chart, bullet charts, sparklines, combo chart) + Professional pitch decks + Financial dashboards Strategy + Strategic analysis process + Corporate, business, functional-level strategy + PEST and Porter’ 5 forces + Competitive advantage + Key Performance Indicators (KPIs) + SWOT analysis and ifecyce analysis + Market segmentation and Porter's generic strategies + Balanced scorecard

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